LR

Library Research Portfolio holdings

AUM $58.1M
1-Year Est. Return 41.17%
This Quarter Est. Return
1 Year Est. Return
+41.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.6M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$10.4M

Sector Composition

1 Consumer Discretionary 42.64%
2 Industrials 32.92%
3 Technology 23.07%
4 Communication Services 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$27.1M 42.64%
357,302
2
$20.9M 32.92%
730,677
-361,230
3
$14.7M 23.07%
786,199
4
$873K 1.37%
45,883